Jalal Afifi Morgan Stanley

  • Financial Planners
4309 Hacienda Drive, #200
Pleasanton, CA 94588
(925) 989-2228
(800) 834-4434
Hours:
7 AM to 4 PM Monday-Friday

About Us

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to read more
  • About

    I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

    • Develop a thorough understanding of your financial goals and objectives

    • Review and analyze your current financial situation

    • Identify and tailor solutions that can help you meet your individual needs

    • Implement your customized strategy, including personalized services and benefits

    • Review your strategy, meeting periodically to discuss your goals and needs

    Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

    • Personal

    • Highly individualized and committed to helping you achieve financial success

    • Flexible

    • Responsive to changes in your life and in your priorities over time

    • Comprehensive

    • Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

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  • Whom to Contact

    • Dr. Jalal Afifi
      Financial Advisor
      Phone: (925) 730-3818
      Cell Phone: (925) 989-2228
  • Directions

    4309 Hacienda Drive, Ste 200 Pleasanton, CA 94588